Maciel Wealth Management (MWM) manages investment portfolios based on clients' individual needs and goals. MWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. MWM provides comprehensive financial planning for a fixed monthly fee. MWM also offers employee benefit plan services to employer plan sponsors.
Assets Under Management$19M
Clients170
Advisors1
Avg. per Client$110K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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